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Strange goings on

Before we begin today it would be advisable that you are sitting down while reading this as there are some very strange goings on in our wacky world. “Sanofi and Roche Diabetes Care France - two leaders convinced of the added value of new technologies for better management and personalized support of patients with diabetes - have joined forces regarding the smart device Mallya® for SoloStar developed by Biocorp (Paris:ALCOR) -...

Yes, it’s big but …..

Now that we’re moving out of earnings season and headed towards the holidays it’s time to examine a developing theme. Yes, we know that analysts aren’t always the sharpest knives in the drawer, but they do know a huge market when they see one and there is no larger market in diabetes than the Type 2 patient population. Hence the reason Dexcom, Abbott, Tandem and Insulet all made a point...

Two pump perspectives

Now that both Tandem and Insulet have reported it’s critical to look beyond the numbers. Not that there was anything wrong with the numbers the numbers for both were just fine and as has become standard operating procedure both companies raised guidance as well. The critical points are these 1. Covid continues to impact sales both domestically and internationally. The good news here is that demand continues to be strong. 2. Thankfully...

Wacky, Crazy or both

We haven’t quite decided whether our wacky world has transformed from just being wacky to being outright crazy. Yet looking at some recent announcements we are beginning to believe that if we have not reached full blown crazy already, we are well on our way to full blown crazy. However, before we get to crazy let’s make a few observations on the results Novo Nordisk released this morning. 1. Not sure...

Two down two to go

When it comes to the earnings announcement from Lilly last week only one thing matters and one thing only – from the earnings release “Lilly announces today its U.S. submission of tirzepatide in type 2 diabetes using a priority review voucher”. Anyone who has reviewed the extensive data portfolio complied for tirzepatide understands why expectations are sky high and why Lilly isn’t screwing around using a priority review voucher. Lilly...

On the brink

As we move full steam ahead into earnings season two dates stand out above the rest. This Thursday Dexcom reports and a week later Insulet reports. Yet for both companies the results, which we expect will be just fine, matter less than what they have to say about the future. The Dexcom G7 and the OmniPod 5 are two of the most widely anticipated products coming to the diabetes toy...

Place your bets

Now that gambling has gone from a vice to a major online industry it’s time to incorporate diabetes. Diabetic Investor has reached out to the major players in the gambling industry in the hopes of established betting lines on the many CGM and OmniPod wannabes. Think how fun this could be. It’s not like there is a shortage of these companies and rather than foolishly invest in these companies most...